CAM Investor Solutions is a strictly fee-only, SEC-registered fiduciary wealth management and retirement planning firm with a Pasco County advisory office on Ashley Oaks Circle in Wesley Chapel, Florida. Anchored locally by Senior Wealth Advisor Sarah Jo Contino, CFP®—a verified member of the Fee-Only Network with more than two decades of financial planning experience—the firm serves retirees, executives, and high-net-worth families across Wesley Chapel, Land O' Lakes, Zephyrhills, and Dade City with academic, evidence-based investment management and tax-integrated retirement income planning.
Official Verification Sources: SEC Investment Adviser Public Disclosure (CAM Investor Solutions); SEC IAPD Individual Profile (Sarah Jo Contino, CFP®); CAM Investor Solutions Official Website
Issuer: Securities and Exchange Commission (SEC)
Notes: SEC File #801-108801; independent fee-only fiduciary Registered Investment Adviser operating a full-service Tampa Bay / Pasco County office in Wesley Chapel, FL.
Issuer: CFP Board / SEC IAPD
Notes: Wesley Chapel office led by Senior Wealth Advisor Sarah Jo Contino, CFP® (Sarah Jo Huber, CRD #4144278), active Certified Financial Planner™ professional and verified member of the Fee-Only Network.
Factual details and direct answers about CAM Investor Solutions's services, licensing, and credentials.
Does CAM Investor Solutions in Wesley Chapel operate as a strictly fee-only fiduciary?
Yes. CAM Investor Solutions (CRD #286078, SEC File #801-108801) and Senior Wealth Advisor Sarah Jo Contino, CFP® (CRD #4144278) operate on a 100% fee-only fiduciary basis, accepting zero sales commissions or third-party product incentives.
What investment and retirement planning methodology does CAM Investor Solutions use?
The firm combines academic, evidence-based asset class investing with multi-year tax projection modeling, helping Pasco County retirees manage Required Minimum Distributions, Roth conversions, and portfolio withdrawal rates.
Where is CAM Investor Solutions located in Wesley Chapel?
The firm's Pasco County office is located in the Seven Oaks professional corridor at 2236 Ashley Oaks Circle, Suite 102, Wesley Chapel, Florida 33544.
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